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Avantax Planning Partners’s Clean Harbors CLH Stock Holding History

Avantax Planning Partners’s Portfolio CLH Stock Details CLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17
Closed -$1K – 457
2018
Q1 		$1K Buy
+17
New +$891 ﹤0.01% 1683

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ACH
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SAM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's CLH Position: Q2 2018 in Review

Avantax Planning Partners sold out of Clean Harbors (CLH) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CLH in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 245 funds tracked by Wall St. Rank hold CLH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Clean Harbors position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 17 Clean Harbors shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Clean Harbors in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Clean Harbors position peaked at $1K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Clean Harbors as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.